Colonial River Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Colonial River Wealth Management, LLC

  • $246 Million
  • Q3 2025

A detailed history of Colonial River Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 3,379 shares of XMHQ stock, worth $340,197. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,379
Previous 3,886 13.05%
Holding current value
$340,197
Previous $381,000 7.09%
% of portfolio
0.14%
Previous 0.18%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$98.53 - $107.1 $49,954 - $54,299
-507 Reduced 13.05%
3,379 $354,000
Q2 2025

Jul 15, 2025
SELL
$82.17 - $99.96 $77,486 - $94,262
-943 Reduced 19.53%
3,886 $381,000
Q1 2025

Apr 24, 2025
SELL
$89.18 - $104.04 $1.53 Million - $1.79 Million
-17,209 Reduced 78.09%
4,829 $441,000
Q4 2024

Feb 04, 2025
BUY
$98.47 - $109.35 $202,454 - $224,823
2,056 Added 10.29%
22,038 $2.17 Million
Q3 2024

Nov 04, 2024
BUY
$94.31 - $103.26 $71,864 - $78,684
762 Added 3.96%
19,982 $2.05 Million
Q2 2024

Jul 19, 2024
SELL
$96.76 - $109.6 $508,086 - $575,509
-5,251 Reduced 21.46%
19,220 $1.86 Million
Q1 2024

May 10, 2024
BUY
$86.47 - $110.05 $853,285 - $1.09 Million
9,868 Added 67.58%
24,471 $2.69 Million
Q4 2023

Jan 23, 2024
BUY
$75.71 - $89.74 $159,142 - $188,633
2,102 Added 16.81%
14,603 $1.3 Million
Q3 2023

Nov 03, 2023
SELL
$78.95 - $85.08 $35,448 - $38,200
-449 Reduced 3.47%
12,501 $1.01 Million
Q2 2023

Aug 08, 2023
SELL
$71.58 - $80.71 $443,008 - $499,514
-6,189 Reduced 32.34%
12,950 $1.05 Million
Q1 2023

May 04, 2023
SELL
$68.44 - $77.13 $574,143 - $647,043
-8,389 Reduced 30.47%
19,139 $1.4 Million
Q4 2022

Feb 10, 2023
SELL
$64.25 - $74.4 $171,676 - $198,796
-2,672 Reduced 8.85%
27,528 $1.9 Million
Q3 2022

Nov 14, 2022
SELL
$62.1 - $73.87 $375,084 - $446,174
-6,040 Reduced 16.67%
30,200 $1.88 Million
Q2 2022

Aug 15, 2022
BUY
$62.01 - $75.76 $636,036 - $777,070
10,257 Added 39.48%
36,240 $2.3 Million
Q1 2022

Apr 15, 2022
BUY
$70.84 - $81.3 $731,564 - $839,585
10,327 Added 65.96%
25,983 $1.96 Million
Q4 2021

Feb 15, 2022
BUY
$75.85 - $83.73 $1.19 Million - $1.31 Million
15,656 New
15,656 $1.26 Million

Others Institutions Holding XMHQ

# of Institutions
421
Shares Held
34.7M
Call Options Held
9K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XMHQ Quotes by TradingView
  • Ticker XMHQ
  • Sector ETFs
  • Industry ETFs
More about XMHQ
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